We schedule a complimentary 15 minute phone call to see if we are a good fit to help with your needs.

First meeting in person (or virtual).  We will discuss your financial goals and concerns.  We will also ask you to bring documentation for us to review. 

 We do our analysis of your goals and documentation. 

Second meeting in person (or virtual).  We review your recommended one page financial plan together.  We provide insight on topics relevant to your unique financial situation.  We will also answer your questions and present a proposal for working together.

You take your time making a decision.  There is never any pressure to work with us.  We are available to answer any additional questions.

Third meeting in person or (virtual web conference).  Should you decide to work with us, we will start the paperwork to become a client.  We will also answer any additional questions you may have.  We will also review your financial plan for the year ahead.